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Costco

2,149 hedge funds and large institutions have $108B invested in Costco in 2020 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 897 increasing their positions, 788 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,149
Holders Change
+75
Holders Change %
+3.62%
% of All Funds
43.48%
Holding in Top 10
127
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+17.59%
% of All Funds
2.57%
New
165
Increased
897
Reduced
788
Closed
71
Calls
$3.49B
Puts
$3.54B
Net Calls
-$50.3M
Net Calls Change
+$656M
Name Holding Trade Value Shares
Change
Shares
Change %
IGGA
1476
Iron Gate Global Advisors
Utah
$680K
WAP
1477
Wealthcare Advisory Partners
Pennsylvania
$680K +$26.3K +74 +4%
DWM
1478
Dakota Wealth Management
Florida
$677K +$144K +406 +27%
HGWM
1479
Horst & Graben Wealth Management
Oregon
$675K +$711 +2 +0.1%
CBFP
1480
Cedar Brook Financial Partners
Ohio
$674K -$49.7K -140 -7%
PT
1481
Plimoth Trust
Massachusetts
$671K -$49.7K -140 -7%
RP
1482
Rice Partnership
Hawaii
$671K +$178K +500 +36%
PBO
1483
Peoples Bank (Ohio)
Ohio
$670K -$64.2K -181 -9%
FNBOH
1484
First National Bank of Hutchinson
Kansas
$664K +$16.7K +47 +3%
TFF
1485
The Family Firm
Maryland
$664K +$54.7K +154 +9%
OC
1486
Oakworth Capital
Alabama
$663K
TC
1487
Telemus Capital
Michigan
$662K -$1.91K -5 -0.3%
FAT
1488
First American Trust
California
$659K -$156K -440 -19%
DC
1489
DeDora Capital
California
$659K -$103K -289 -13%
NGA
1490
Naples Global Advisors
Florida
$656K +$1.07K +3 +0.2%
CWM
1491
Cornerstone Wealth Management
Missouri
$648K -$3.19K -9 -0.5%
JAM
1492
Jupiter Asset Management
United Kingdom
$648K +$177K +498 +38%
BCM
1493
Buckhead Capital Management
Georgia
$646K +$63.9K +180 +11%
RCIM
1494
Red Cedar Investment Management
Michigan
$646K +$192K +541 +42%
CPSAC
1495
Chas P. Smith & Associates (CPS)
Florida
$645K
CRCM
1496
Corbett Road Capital Management
Virginia
$644K -$179K -505 -22%
WAOI
1497
Wealth Advisors of Iowa
Iowa
$644K +$10.6K +30 +2%
ECG
1498
Edge Capital Group
Georgia
$644K +$11.4K +32 +2%
BCA
1499
Berman Capital Advisors
Georgia
$643K -$74.4K -210 -10%
SAS
1500
Stelac Advisory Services
New York
$642K +$187K +528 +41%